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01478 丘钛科技
已收盘 04-01 16:08:31
7.840
+0.470
+6.38%
最高
7.960
最低
7.540
成交量
723.14万
今开
7.690
昨收
7.370
日振幅
5.70%
总市值
93.30亿
流通市值
93.30亿
总股本
11.90亿
成交额
5,639万
换手率
0.61%
流通股本
11.90亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
丘钛科技3月无新增发行或股份变动
公告速递 · 18:17
丘钛科技3月无新增发行或股份变动
丘钛科技:4月1日发行4,785,500股,已发行股本变动
公告速递 · 18:14
丘钛科技:4月1日发行4,785,500股,已发行股本变动
丘钛科技(01478)因购股权获行使而发行合计478.55万股
智通财经 · 18:12
丘钛科技(01478)因购股权获行使而发行合计478.55万股
港股异动 | 手机产业链再度走低 国内手机出货量连续两月双位数下滑 业内预计全年出货量或大跌
智通财经 · 03-26
港股异动 | 手机产业链再度走低 国内手机出货量连续两月双位数下滑 业内预计全年出货量或大跌
丘钛科技更新2026年1月股份变动月报表,股本维持稳定
公告速递 · 03-24
丘钛科技更新2026年1月股份变动月报表,股本维持稳定
丘钛科技更新2月股份变动月报,股本保持稳定
公告速递 · 03-24
丘钛科技更新2月股份变动月报,股本保持稳定
异动解读 | 丘钛科技盘中大跌6.75%,遭大摩降级削目标价及行业出货量预测下调
异动解读 · 03-23
异动解读 | 丘钛科技盘中大跌6.75%,遭大摩降级削目标价及行业出货量预测下调
港股异动 | 手机产业链全线走低 大摩下调今年全球智能手机出货量预测15%
智通财经 · 03-23
港股异动 | 手机产业链全线走低 大摩下调今年全球智能手机出货量预测15%
丘钛科技净利暴增 但印度税务争议仍在
中国经营网 · 03-21
丘钛科技净利暴增 但印度税务争议仍在
【券商聚焦】光大证券维持丘钛科技(01478)“买入”评级 指非手机摄像模组领域有望持续大幅增长
金吾财讯 · 03-20
【券商聚焦】光大证券维持丘钛科技(01478)“买入”评级 指非手机摄像模组领域有望持续大幅增长
大行评级丨里昂:下调丘钛科技目标价至10.3港元,维持“跑赢大市”评级
中金财经 · 03-18
大行评级丨里昂:下调丘钛科技目标价至10.3港元,维持“跑赢大市”评级
中金:维持丘钛科技(01478)跑赢行业评级 下调目标价至12.1港元
智通财经 · 03-18
中金:维持丘钛科技(01478)跑赢行业评级 下调目标价至12.1港元
光大证券:非手机摄像模组收入有望持续增长 维持丘钛科技(01478) “买入”评级
智通财经 · 03-18
光大证券:非手机摄像模组收入有望持续增长 维持丘钛科技(01478) “买入”评级
大行评级丨中银国际:下调丘钛科技目标价至12.6港元,下调今明两年净利润预测
中金财经 · 03-17
大行评级丨中银国际:下调丘钛科技目标价至12.6港元,下调今明两年净利润预测
港股异动 | 丘钛科技(01478)跌超7% 花旗下调公司评级及目标价
智通财经 · 03-17
港股异动 | 丘钛科技(01478)跌超7% 花旗下调公司评级及目标价
花旗:降丘钛科技(01478)目标价至9港元 下调评级至“中性”
智通财经 · 03-17
花旗:降丘钛科技(01478)目标价至9港元 下调评级至“中性”
异动解读 | 花旗下调目标价及评级,丘钛科技盘中大跌5.03%
异动解读 · 03-17
异动解读 | 花旗下调目标价及评级,丘钛科技盘中大跌5.03%
【券商聚焦】招银国际维持丘钛科技(01478)“买入”评级 指FY25业绩符合预期
金吾财讯 · 03-17
【券商聚焦】招银国际维持丘钛科技(01478)“买入”评级 指FY25业绩符合预期
丘钛科技(01478)将于2026年6月25日派发末期股息每股0.4港元
公告速递 · 03-16
丘钛科技(01478)将于2026年6月25日派发末期股息每股0.4港元
丘钛科技(01478)将于6月25日派发末期股息每股0.4港元
智通财经 · 03-16
丘钛科技(01478)将于6月25日派发末期股息每股0.4港元
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公司概况
公司名称:
丘钛科技
所属市场:
SEHK
上市日期:
--
主营业务:
丘钛科技(集团)有限公司是一家主要从事设计、研发、制造和销售摄像头模组及指纹识别模组的公司。该公司通过两个分部开展业务。摄像头模组分部从事设计、制造及销售摄像头模组。指纹识别模组分部从事设计、制造及销售指纹识别模组。该公司的产品覆盖了双/多摄像头模组、光学防抖(OIS)摄像头模组、潜望式摄像头模组、车载摄像头模组等。该公司的产品主要应用于智能手机及平板电脑(PC)品牌、物联网(IoT)和智能汽车等智能移动终端的摄像头模组和指纹识别模组市场。该公司主要在中国国内和海外市场开展业务。
发行价格:
--
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18:17","pubTimestamp":1775038623,"startTime":"0","endTime":"0","summary":"丘钛科技(集团)有限公司于2026年4月1日发布截至2026年3月31日的股份变动月报表。公告显示,公司法定注册股本数量维持在50,000,000,000股,面值每股0.01港元,法定注册股本总额约为5亿港元,与上月无异动。截至3月底,公司确认维持充足且符合香港联交所相关规则的公众持股量,并表示所有股份变动均遵循上市规则及适用法律法规,由公司董事会和管理层正式批准。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1165776054","title":"丘钛科技:4月1日发行4,785,500股,已发行股本变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1165776054","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1165776054?lang=zh_cn&edition=full","pubTime":"2026-04-01 18:14","pubTimestamp":1775038498,"startTime":"0","endTime":"0","summary":"丘钛科技(集团)有限公司(01478)于2026年4月1日公告,根据其于2014年11月13日采纳的购股权计划,当日合计发行4,785,500股新股,其中向董事发行175,000股(占原有已发行股本约0.0147%),向雇员发行4,610,500股(占原有已发行股本约0.3876%),每股发行价为3.518港元。发行完成后,公司已发行股本增至1,194,316,975股,库藏股数维持不变。\n公司同时确认已遵守香港联合交易所有限公司证券上市规则及相关法律法规,并已完成相关法定程序。公告由董事范富强签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624594489","title":"丘钛科技(01478)因购股权获行使而发行合计478.55万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2624594489","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624594489?lang=zh_cn&edition=full","pubTime":"2026-04-01 18:12","pubTimestamp":1775038354,"startTime":"0","endTime":"0","summary":"智通财经APP讯,丘钛科技(01478)发布公告,于2026年4月1日,根据于2014年11月13日采纳的购股权计划行使购股权而向董事/雇员发行的股份合计478.55万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1424050.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1504","BK1179","BK1096","01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622836757","title":"港股异动 | 手机产业链再度走低 国内手机出货量连续两月双位数下滑 业内预计全年出货量或大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2622836757","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622836757?lang=zh_cn&edition=full","pubTime":"2026-03-26 14:45","pubTimestamp":1774507521,"startTime":"0","endTime":"0","summary":"消息面上,国内手机市场出货量已连续两月双位数下滑。值得注意的是,存储价格持续暴涨,智能手机纷纷涨价等影响,行业普遍预计2026年智能手机出货量将大跌,甚至跌至最近十多年来新低。此类价格上涨极有可能导致Android智能手机出现实质性的需求短缺,因为终端用户对价格更为敏感。该行将2026年全球智能手机出货量预测下调15%,至11亿部。其中,苹果供应链表现亦可能优于Android供应链。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1419390.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00285","BK1540","BK1170","VXUS","BK1149","LU0348766576.USD","BK1580","BK1582","BK4588","BK1589","HK0000306685.HKD","BK1515","LU0274383008.USD","HK0000320264.USD","BK1179","HK0000320223.HKD","HK0000306701.USD","BK1607","BK1504","01478","BK4585","LU0348767384.USD","BK1096","01415"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141458125","title":"丘钛科技更新2026年1月股份变动月报表,股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1141458125","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1141458125?lang=zh_cn&edition=full","pubTime":"2026-03-24 18:56","pubTimestamp":1774349766,"startTime":"0","endTime":"0","summary":"丘钛科技(集团)有限公司于2026年3月24日发布截至2026年1月31日的股份变动月报表。公告显示,公司本月无新增股份发行、购回或注销,整体股本维持不变。报告期末,公司已发行股份总数为1,189,531,475股,与上月底相比无变化,亦无库藏股。根据公告,公司股份期权部分本月失效数量分别为3,500股及31,000股,未产生任何新增发行或库藏股变动。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145711280","title":"丘钛科技更新2月股份变动月报,股本保持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1145711280","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1145711280?lang=zh_cn&edition=full","pubTime":"2026-03-24 18:55","pubTimestamp":1774349737,"startTime":"0","endTime":"0","summary":"丘钛科技(集团)有限公司于2026年3月24日发布2026年2月股份变动月报,报告期截至2026年2月28日。公司本月报显示,法定股本维持50,000,000,000股普通股的规模,每股面值为0.01港元,注册股本总额约为5亿港元。于2月月末,已发行股份总数与上月保持一致,为1,189,531,475股,未有库藏股份或购回股份情况,整体股本结构稳定。截至2026年2月28日,公司已确认履行所有适用的香港联合交易所有限公司《上市规则》及相关法律规定,本月度股本无实质变动。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1185146158","title":"异动解读 | 丘钛科技盘中大跌6.75%,遭大摩降级削目标价及行业出货量预测下调","url":"https://stock-news.laohu8.com/highlight/detail?id=1185146158","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1185146158?lang=zh_cn&edition=full","pubTime":"2026-03-23 15:19","pubTimestamp":1774250360,"startTime":"0","endTime":"0","summary":"丘钛科技今日盘中股价大跌6.75%,成为市场关注的焦点。消息面上,大摩发布研究报告,将丘钛科技的投资评级从“与大市同步”下调至“减持”,同时将其目标价从17港元大幅下调至7.2港元,这对该股构成了直接的负面压力。基于此,大摩将2026年全球智能手机出货量预测下调了15%。这些对行业前景的悲观预期,拖累了包括丘钛科技在内的整个手机产业链板块。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621720966","title":"港股异动 | 手机产业链全线走低 大摩下调今年全球智能手机出货量预测15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2621720966","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621720966?lang=zh_cn&edition=full","pubTime":"2026-03-23 15:14","pubTimestamp":1774250051,"startTime":"0","endTime":"0","summary":"大摩发布研报称,预计智能手机OEM厂商将提高平均售价,并将大部分元件成本转嫁出去。此类价格上涨极有可能导致Android智能手机出现实质性的需求短缺,因为终端用户对价格更为敏感。该行将2026年全球智能手机出货量预测下调15%,至11亿部。其中,苹果供应链表现亦可能优于Android供应链。花旗则表示,下调今明两年全球智能手机出货量预测至分别10.4亿及11.7亿部,分别同比减少17%及同比增长12%,并预测2028年出货量同比升7%至12.5亿部。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1417287.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0274383008.USD","BK1149","BK1580","LU0348766576.USD","BK1515","BK4585","HK0000306701.USD","BK1170","HK0000320264.USD","LU0348767384.USD","BK1540","BK4588","01415","BK1589","BK1179","01478","HK0000306685.HKD","00285","BK1504","VXUS","BK1582","BK1607","BK1096","06613","HK0000320223.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621757875","title":"丘钛科技净利暴增 但印度税务争议仍在","url":"https://stock-news.laohu8.com/highlight/detail?id=2621757875","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621757875?lang=zh_cn&edition=full","pubTime":"2026-03-21 03:28","pubTimestamp":1774034908,"startTime":"0","endTime":"0","summary":"市场分析机构Omdia最新研究显示,2025年全球智能手机出货量增长2%,达到12.5亿部,2025年的手机市场依然是一个充满挑战的“存量红海市场”,但上游手机摄像头供应商们正通过手机高端化和拓展非手机新赛道等策略,在整体下行的市场中逆势而起。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202603213679340964.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["01478","BK1504","BK1096","BK1179"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620057642","title":"【券商聚焦】光大证券维持丘钛科技(01478)“买入”评级 指非手机摄像模组领域有望持续大幅增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2620057642","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620057642?lang=zh_cn&edition=full","pubTime":"2026-03-20 10:09","pubTimestamp":1773972541,"startTime":"0","endTime":"0","summary":"25年手机摄像模组产品结构持续优化,非手机领域摄像模组收入大幅增长;关注26年存储涨价对ASP、毛利率影响。展望26年,手机存储涨价背景下,市场担忧手机终端销量下滑、中低端手机光学降规或导致手机摄像模组ASP、毛利率承压。该机构预计,受益于手持影像设备市场规模高速增长,公司非手机摄像模组出货量将持续高速增长。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976908","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["601788","01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620115284","title":"大行评级丨里昂:下调丘钛科技目标价至10.3港元,维持“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2620115284","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620115284?lang=zh_cn&edition=full","pubTime":"2026-03-18 13:57","pubTimestamp":1773813421,"startTime":"0","endTime":"0","summary":"里昂发表研报指,丘钛科技2025年纯利按年增长435%,处于盈利预告的高端;撇除出售收益,经调整纯利按年增长144%至6.82亿元。非手机摄像头模块出货量及收入均高于公司指引,公司称强劲增长将在2026年持续。尽管行业面临不利因素,公司预期手机摄像头模块出货量将按年增长5%以上。该行维持对其“跑赢大市”评级,目标价由15.7港元下调至10.3港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260318/32077735.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620887332","title":"中金:维持丘钛科技(01478)跑赢行业评级 下调目标价至12.1港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2620887332","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620887332?lang=zh_cn&edition=full","pubTime":"2026-03-18 10:19","pubTimestamp":1773800351,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中金发布研报称,考虑存储对智能手机出货量的不利影响,下调丘钛科技26/27年归母净利润11%/13%至8.5/10.5亿元。维持跑赢行业评级,结合盈利预测及行业估值中枢下移,该行下调目标价19%至12.1港币,对应26/27年P/E 15倍/12倍,较当前股价有44%涨幅。中金主要观点如下:2025年业绩符合该行和市场预期丘钛科技发布2025年报:全年收入208.8亿元,同比+29%;毛利率7.8%,同比+1.7ppt;归母净利润14.9亿元,同比+435%,落于公司预告中枢,符合该行和市场预期。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1415249.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620047794","title":"光大证券:非手机摄像模组收入有望持续增长 维持丘钛科技(01478) “买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2620047794","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620047794?lang=zh_cn&edition=full","pubTime":"2026-03-18 08:17","pubTimestamp":1773793058,"startTime":"0","endTime":"0","summary":"光大证券主要观点如下:事件:2026年3月16日,丘钛科技公布截至2025/12/31日全年业绩。产品结构优化推动摄像模组综合ASP提升至40.8 元,同比上升 19.7%。该行预计,受益于手持影像设备市场规模高速增长,公司非手机摄像模组出货量将持续高速增长。该行认为公司当前估值已反应部分存储涨价带来的负面预期,鉴于公司非手机摄像模组领域有望持续大幅增长、多光学赛道业务拓展成效显著,维持 “买入”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1415193.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01478","601788"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620441447","title":"大行评级丨中银国际:下调丘钛科技目标价至12.6港元,下调今明两年净利润预测","url":"https://stock-news.laohu8.com/highlight/detail?id=2620441447","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620441447?lang=zh_cn&edition=full","pubTime":"2026-03-17 16:57","pubTimestamp":1773737822,"startTime":"0","endTime":"0","summary":"中银国际发表研报指,丘钛科技2025年业绩符合盈喜和市场预期,营运净利润和印度子公司处置收益分别为7亿元和8亿元。即使2026年储存问题将对所有业务板块造成压力,公司在物联网和汽车业务发展方面,包括AI眼镜、汽车摄像头模块、无人机和手持相机等,受到影响相对较少。该行将公司今年和明年净利润预测分别下调12%和10%,以反映全球智能手机和其他消费电子产品的预期下降以及利润率承压;目标价由13.9港元下调至12.6港元,评级“买入”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260317/32074847.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620088449","title":"港股异动 | 丘钛科技(01478)跌超7% 花旗下调公司评级及目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2620088449","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620088449?lang=zh_cn&edition=full","pubTime":"2026-03-17 15:28","pubTimestamp":1773732514,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,丘钛科技跌超7%,截至发稿,跌7.33%,报8.47港元,成交额1.23亿港元。消息面上,丘钛科技昨日发布2025年度业绩,收益208.77亿元,同比增加29.26%;公司股权持有人应占溢利14.94亿元,同比增加435.22%;此外,剔除印度丘钛股权安排收益后的净利润为6.8亿元,同比上升144.4%。拟派发末期股息每股40港仙。花旗发布研报称,丘钛科技去年业绩符合早前公布的预测。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1414835.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["VXUS","01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620443679","title":"花旗:降丘钛科技(01478)目标价至9港元 下调评级至“中性”","url":"https://stock-news.laohu8.com/highlight/detail?id=2620443679","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620443679?lang=zh_cn&edition=full","pubTime":"2026-03-17 14:03","pubTimestamp":1773727400,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,花旗发布研报称,丘钛科技(01478)去年业绩符合早前公布的预测。该行将公司2026至2027年的每股盈测分别下调39%和33%,以反映智能手机业务面临的逆风,此影响部分被非手机业务所抵销,目标价由12港元下调至9港元,评级由“买入”降至“中性”。该行提到,丘钛科技管理层指引手机摄像头模组(HCM)出货量同比增逾5%,其他摄像头模组(CCM)出货量升逾50%。光学防抖(OIS)出货量可能下滑,但CCM的高阶产品组合将持续上升。另外,公司预计今年的资本开支为10亿元人民币,主要用于汽车或物联网业务,部分用于高端智能手机。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1414792.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171296295","title":"异动解读 | 花旗下调目标价及评级,丘钛科技盘中大跌5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171296295","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1171296295?lang=zh_cn&edition=full","pubTime":"2026-03-17 13:42","pubTimestamp":1773726157,"startTime":"0","endTime":"0","summary":"丘钛科技(01478)今日盘中股价大幅下挫5.03%,引发市场关注。消息面上,花旗银行发布研究报告,将丘钛科技的目标价从12元下调至9元,并将其投资评级由“买入”下调至“中性”。报告指出,下调主要反映了公司智能手机摄像头模组业务面临的逆风,因此将公司2026及2027年的每股盈利预测分别大幅下调39%和33%。这一负面评级调整,直接影响了投资者信心,导致股价在交易时段内承压下跌。报告同时提到,丘钛科技的非手机业务部分抵消了手机业务的压力,且公司资本开支将侧重于汽车及物联网等新领域。然而,市场对核心智能手机业务前景的担忧成为当前主导股价走势的关键因素。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620438448","title":"【券商聚焦】招银国际维持丘钛科技(01478)“买入”评级 指FY25业绩符合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2620438448","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620438448?lang=zh_cn&edition=full","pubTime":"2026-03-17 13:30","pubTimestamp":1773725405,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际研报指,丘钛科技 公布FY25收入/净利润同比增长29%/435%,与此前的盈喜一致,主要受非手机摄像头模组、手机摄像头模组平均售价提升、印度处置收益以及Newmax运营改善所驱动。该机构微调了预测,以反映符合预期的FY25业绩以及管理层对手机摄像头模组和印度业务更强劲的FY26E指引。该股目前交易于11.2倍FY26E预期市盈率,该机构认为其具有吸引力。维持“买入”评级。未来股价催化剂包括印度出货及非手机摄像头模组订单获取。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976653","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01478"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151334075","title":"丘钛科技(01478)将于2026年6月25日派发末期股息每股0.4港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1151334075","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1151334075?lang=zh_cn&edition=full","pubTime":"2026-03-16 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